Skip to main content Skip to footer


Road Map

Guiding the Next Generation

Lesjak Planning's Annual Management Program is designed for the next generation of individuals and families in the beginning or early stages of their financial journey. We help develop the initial financial road map and begin to build the financial foundation for your future.

goal icon

Advice tailored to your stage in life

Your goals and objectives are unique to your situation, needs, and desires. We will work with and for you to best understand your goals, develop unbiased recommendations, and create a flexible, strategic financial plan.

Finance Website Icon

A Personal Financial Website

serving as your financial home

Your Personal Financial Website will serve as the cornerstone for your program with Lesjak Planning. You will have easy, up-to-date access to all your financial accounts in one location along with updated reports and recommendations from our team of experts.

Bringing together the old world and the new

Current technologies allow for easier access, implementation, monitoring, and evaluation of financial planning and investment strategies than in the past. We also believe that the added value of a strong personal relationship cannot be replaced. We, as your planners, can leverage the latest technology and best practices to provide top quality advice that we feel is in your best interest.

Contact Us

Take advantage of our no obligation comparison between your current plan and the services we provide.

Please fill out as much of the following information as you are comfortable with so we may contact you to discuss your needs. Or, if you'd prefer, you can speak to us directly by calling 440.871.9500 or toll free 1.888.871.4820.

You can also download our Confidential Financial Planning Data Sheet, fill it out, and email it to

It can also be faxed to: 440-871-3607

Or mailed to:

Gemini Towers,
1991 Crocker Road, Suite 575
Westlake, Ohio 44145

Contact Us

Your first step starts here.

Excellence in Financial Planning since 1980

We use cookies and similar technologies on our Website to ensure you the best browsing experience. Read about how we use cookies and how you can control them in our Privacy Statement. If you continue to use this site, you consent to our use of cookies. Go to Privacy